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306 stories · latest 06 Oct 2026 · clear filter
The two sites are part of Google's 13 billion euro data centre investment in Finland, so the order puts a regulatory pause on a slice of Alphabet's AI and cloud building programme; the report gives no estimate of the…
The finance angle is the change of funding source: $5 billion of debt at 5.25 points over the benchmark, after $16 billion of equity, means private-credit funds are now paying for a robotaxi fleet and the compute…
This is one of the largest media mergers on record and removes an independent studio and streaming service from the US market. With about $80 billion of debt, Skydance's finances rest on the $6 billion of savings and…
The deal turns Informa into an almost pure trade-show company: the combined live-events division is put at just over £4.2 billion of revenue across about 1,000 event brands. Shareholders take on dilution from the…
The money: Constellation puts more than $4.3 billion into the uprates, backed by a 20-year contracted buyer, and Google secures 3,590 MW in total across the two agreements; the price of the power was not disclosed. For…
Two of Anthropic's largest customers are trimming a bill that ran at roughly $1 billion a year at Microsoft alone, a sign that big buyers of coding assistants are pushing back on cost and building substitutes. The…
The deal folds one of the UK's large retail broadband brands into the owner of Openreach, the network most rivals rent. Listed competitors are exposed in different ways: Vodafone (through VodafoneThree) and Sky's owner…
Amazon and Google have invested billions in Anthropic and supply its cloud infrastructure, so a listing would put a public price on their stakes, and its compute commitments are future revenue for their cloud units and…
From 2 August the Commission can act against providers of general-purpose AI models sold in the EU, a group that includes US developers such as OpenAI, Anthropic, Google, Meta and Microsoft as well as Europe's Mistral…
Meta funds its AI build-out from advertising cash flow rather than cloud contracts, and the quarter shows how much of it that now absorbs: $31.08 billion of capex left $784 million of free cash flow on $60.80 billion…
Google is US-listed, so the fine itself does not fall on a European company. The European exposure is indirect: listed price-comparison, travel-booking and classifieds groups depend on Google search for customer…
Alphabet's capex guidance of up to $205 billion for 2026 is money paid largely to chip, server, networking and construction suppliers, and the $44.9 billion spent in one quarter was enough to turn free cash flow to…
The deal raised more than all US IPOs of the previous two calendar years combined, according to Renaissance Capital, and created one of the largest listed US companies overnight. Index funds and benchmarked managers…
The delay gives European software and industrial groups that build AI into their products, such as SAP, Siemens and Dassault Systèmes, as well as medical-device makers, more time and lower near-term compliance…
Hyperscaler capex is revenue for chip designers, memory makers, server and networking vendors, and for the utilities, power-equipment makers and contractors building data-centre capacity. The same spending weighs on…